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WhiteOak Capital Banking & Financial Services Fund vs HDFC Banking and Financial Services Fund compare
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
HDFC Banking and Financial Services Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | HDFC Banking and Financial Services Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High Risk | Very High |
| Asset Size (Cr) | ₹314 Cr | ₹3650 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 06 Feb 2024 | 30 Jun 2021 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NiftyFinancialServices TRI | NIFTY Financial Services TRI |
| Turn Over | % | 26.23% |
| Expense Ratio | 2.39 | 1.9 |
| Manager | Trupti Agrawal | Dhruv Muchhal |
| ISIN Code | INF03VN01852 | INF179KC1BJ4 |
| Exits Load | WhiteOak Capital Banking & Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | HDFC Banking and Financial Services Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| 1 Month | -0.2% | -0.85% |
| 6 Month | -2.32% | -5.23% |
| 1 Year | 8.36% | 4.13% |
| 3 Year | - | 12.62% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | -5.11% |
| 3 Year | - | 11.63% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| 1 Year | 9.94% | 18.94% |
| 3 Year | - | 14.3% |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| Standard Deviation | - | 14.282% |
| Sharp | - | 0.49% |
| Beta | - | 0.925% |
| Alpha | - | 3.907% |
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Fund Managers
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| Name | Trupti Agrawal | Dhruv Muchhal |
| Total AUM | ₹0 Cr | ₹520687 Cr |
| Fund Manage | 7 | 40 |
| WhiteOak Capital Banking & Financial Services Fund-Reg (G) | HDFC Banking and Financial Services Fund - Growth Option |
Market Cap
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| Others | 6.92 | 1.11 |
| Small Cap | 26.17 | 18.49 |
| Large Cap | 60.84 | 71.89 |
| Mid Cap | 6.07 | 8.51 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| Others | 6.92 | 0.5 |
| Capital Markets | 13.9 | - |
| Finance | 18.28 | - |
| Insurance | 6.62 | 5.17 |
| Banks | 52.03 | - |
| Financial Technology (Fintech) | 1.29 | - |
| Commercial Services & Supplies | 0.96 | - |
| Financial | - | 92.23 |
| Services | - | 2.1 |
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